RECENT NEWS
- How Tax Changes Can Affect Your 2026 Investments
on March 11, 2026 at 5:37 pmThe 2026 tax landscape for investors will look different after key tax changes that went into effect last year. Here's how you might be affected.
- Are you a 'hidden millionaire?'on March 11, 2026 at 5:37 pm
Most people feel “not that wealthy” even when numbers start to tell a different story. Rising costs, market volatility, and financial anxiety can crowd out financial identity. If you don’t have the time, experience, or interest to navigate your financial details, you don’t have to go it alone.
- Simple Secrets to a Healthier Lifeon March 11, 2026 at 5:37 pm
You can pack a lot of wisdom into a few words. The New York Times spoke with doctors and other experts and offered them a challenge: Create a wellness mantra — a line or two that encapsulates a core truth about physical and mental health. Here are their words to live by.
- 3 lessons from investing’s Moneyball momenton March 11, 2026 at 5:37 pm
This year marks 100 years of research-quality U.S. stock market returns. How important is this centennial? The movie Moneyball provides a good example.
- Most Entrepreneurs Never Practice This Skill — and It's Why They Panic Under Pressureon March 11, 2026 at 5:37 pm
Why mental and emotional rehearsal — not just strategy — determines how founders perform under pressure.
Weekly Market Commentary
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.
What is Normal? | Weekly Market Commentary | September 5, 2023
The 1980s were a time of great movies, parachute pants, and even better music. Throw in the release of Pac-Man and the launch of MTV (when they actually played music videos), and the 80s were largely considered by some (me) to be the best decade ever! The 1980s also saw the start of one of the most impressive bull market runs in recent history: The start of the bond bull market.
Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023
The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central bank leaders are also worth watching as investors try to perceive where rates will be in the coming months. In this piece, we discuss some of the opportunities and risks we see in the markets and the economy following the central banker confab. We close the piece with investment implications.
Pullback Perspective | Weekly Market Commentary | August 21, 2023
With volatility comes opportunity, and as valuations reset, overbought conditions recede, and support is found, we believe a buying opportunity back into this bull market will present itself over the coming months.